ACTION POINT

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

March 27, 2020

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

  • Understand Your Own Risk Tolerance
  • Put to the Test During Market Turmoil
  • Are You an Investor or a Speculator?

Watch the related WEALTHTRACK episode.

CHECK YOUR ALLOCATION TO STOCKS

February 21, 2020

CHECK YOUR ALLOCATION TO STOCKS

  • A big risk for pre-retirees and retirees is a major decline in retirement funds
  • Lack of time to make it up
  • More than one- third of baby boomers’ 401(k)s: +70% in stocks
  • Almost one-tenth of baby boomers’ 401(k)s:100% in stocks

Watch the related WEALTHTRACK episode.

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

February 15, 2020

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

  • Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals
  • Appreciation Vs. Fundamentals (2019 Performance)
    S&P 500 +29% capital appreciation
    S&P 500 +2% earnings per share

Watch the related WEALTHTRACK episode.

DON’T CHASE PERFORMANCE

February 7, 2020

DON’T CHASE PERFORMANCE

Studies show:

  • Individual investors underperform funds they invest in
  • They buy into funds after periods of exceptional performance (buy high)
  • They sell funds after periods of underperformance (sell low)

Watch the related WEALTHTRACK episode.

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

January 24, 2020

START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS

Market leaders of one decade are frequently laggards of next and vice versa

2010s MARKET LEADERS
(12/31/2009-12/31/2019)

    U.S. Stock Market:

  • Large (S&P 500) +256.4%
  • Mid (S&P 400) +230.6%
  • Small (Russell 2000) +205.5%
  • NETFLIX +4000%

2010s MARKET LAGGARDS
(12/31/2009-12/31/2019)

  • Emerging Markets (MSCI Emerging Markets Index) +48.3%
  • Brazil (Ibovespa) -26.9% (USD)
  • Gold +38.9%
  • U.S. Treasury Inflation-Protected Securities (TIPS) + 39.2%
    Commodities:

  • S&P GSCI -16.9%
  • West Texas Intermediate (WTI) – 23.1%

Watch the related WEALTHTRACK episode.

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